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Morningstar Fund Report

Westpac Pers Sup Bd Growth Plus

Retail

Fund Report | Report generated 24 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

Fund
Fund: Westpac Pers Sup Bd Growth Plus
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jul-17
Fund 9.12 0.96 8.95 -0.11
+/- Cat -1.74 1.04 -2.68 0.03
+/- Index -5.77 -1.81 -2.65 0.61

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.11 0.03 0.60 75 / 174
3 Month -1.10 -0.71 0.79 149 / 174
1 Year 5.61 -2.07 -1.27 151 / 174
3 Year 5.51 -1.22 -3.17 135 / 161
5 Year 9.30 -1.46 -4.05 136 / 149

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.99 7.7 8.69
Sharpe Ratio 0.5 0.6 0.76
R-Squared 94.62 90.42 --
Beta 0.78 0.84 --
Alpha -1.67 -1.03 --

Fund Details

Fund Inception 01 Oct 1992
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2015)
4.97
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 41.867
International Equity 28.569
Listed Property 5.035
Unlisted Property 0.000
Domestic Fixed Interest 6.168
International Fixed Interest 6.143
Cash 3.133
Other 9.086

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 18 Aug 2017

APIR Code APC0435AU
Legal Type Superannuation Fund
Status Open
Category Multisector Aggressive
Entry Price $ 6.0519
Exit Price $ 5.9916
Exit Price
1 Week Change $
0.0235

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 1.0052

Annual

ICR pa (30 Jun 2015) 1.1474
Max Management Fee pa 0.93%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000